The Progeny Group | Client Executive

3 weeks ago


Singapore The Progeny Group Full time

Client Executive
Department:
Operations
Employment Type:
Full Time
Location:
Singapore
Description
As a Client Executive, you will work collaboratively with Financial Planners and team members to support a wide variety of administrative tasks to ensure clients receive an exceptional level of service. With excellent interpersonal and client care skills, you will build and maintain relationships across the business and always strive for outstanding standards.
Key Responsibilities
Develop a comprehensive understanding of the proposition, processes, and procedures.
Prepare, process, and support new business and the onboarding of new clients; processing and submitting a range of pensions, life assurance, and investment business.
Prepare and support the review meetings.
Deal with correspondence and telephone enquiries from clients.
Build and manage client relationships in support of the Planner.
Ensure client data is accurate and up to date on systems.
Skills, Knowledge and Expertise
Experience in a supporting/administration role within a financial service setting.
Experience working in a client-facing role.
Good working knowledge in areas such as pensions, investments, and protection.
Knowledge of provider platforms and their transactional requirements.
Diploma in Financial Planning or working towards (desirable).
Excellent interpersonal and client care skills.
Well organised and excellent time management skills.
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